Sanofi told investors it has no plans for a “major” overhaul as Dupixent’s patent cliff looms. With Belén Garijo now running the company, the French drugmaker signaled stability in its current R&D direction while preparing for the shift in its revenue base. The comments come as Sanofi works to defend its pipeline value while managing the transition risk from blockbuster exclusivity expirations. The company’s public posture emphasizes continuity rather than a structural reset. For biotech watchers, the statement matters because payers and partners often calibrate expectations around portfolio reshaping—particularly when patent expiry risk is front and center. Sanofi’s next milestones will likely include visible clinical data and regulatory progress that can stand in for the coming commercial gap.
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